It has been said that the only constant in life is change. That is why developing a financial plan is not a one-time event, but a series of updates and changes to reflect the inevitable changes that occur in your life. We can help plan and advise around the life events of a job change or a divorce, a lingering illness of the unexpected passing of a loved one or spouse. We can help you decide how best to create and pass on your financial legacy. We can help you determine the best way to finance major purchases such as a home or automobile. We can help you review and understand your employee benefits, retirement plans and stock options. We can coordinate your financial plans with your attorney and CPA to make sure that your entire adviser team is helping you to the successful accomplishment of your journey.